Recent Discussions

Discussion List

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  Merged: Projected Numbers in Watchlists

  Closed swterry91 3 views 0 comments 1 point Started by swterry91 August 7 Feature Requests
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  QBP: Ability to save an invoice template

  System 10 views 3 comments 2 points Most recent by phillipginn August 7Quicken Business & Personal Feature Requests
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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 59 views 6 comments 6 points Most recent by Jenny T August 7Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.2K views 50 comments 39 points Most recent by SRC54 August 6Feature Requests
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  Merged: option to include investment income (dividends and interest) in reports (edited)

  Closed gsgbills 7 views 0 comments 1 point Started by gsgbills August 6 Feature Requests
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  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 1.1K views 28 comments 88 points Most recent by Bartman682 August 6Feature Requests
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  Raymond James FDP-187 error

  System 18 views 4 comments 0 points Most recent by Coach Natalie August 6Adding and Updating Accounts
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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Me123456 98 views 5 comments 0 points Most recent by Coach Natalie August 6Report a Bug
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  UPDATED 8/6/26: WSECU returning Various Errors Since Website Update

  Announcement Coach Jon 146 views 1 comment 0 points Most recent by Coach Natalie August 6Current Online Banking Issues
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  Mobile App: Stop showing "negative balance projected" for loan/credit card accounts (edited)

  Active Pharoiste 194 views 4 comments 3 points Most recent by Cheeselover August 6Feature Requests
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  182

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  Public API (edited)

  Active jlkweb12 5.6K views 75 comments 182 points Most recent by Brian F August 6Feature Requests
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  QBP: Ability to discount specific items on invoices (edited)

  Active Brenda1 27 views 3 comments 3 points Most recent by phillipginn August 6Quicken Business & Personal Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 517 views 16 comments 9 points Most recent by Flopbot August 6Feature Requests
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  RESOLVED 8/5/26: American Express returning CP and "You have already added all your accounts" errors

  Closed Coach Natalie 135 views 1 comment 0 points Most recent by Coach Natalie August 5Current Online Banking Issues
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  Ability to filter accounts in Settings > Accounts (edited)

  Active Rupe 47 views 0 comments 3 points Started by Rupe August 5 Feature Requests
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  Request to add Vestwell 401K (edited)

  newjackswing4ever 432 views 11 comments 15 points Most recent by AustinLevy August 5Report Missing Financial Institution or Biller
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  RESOLVED 8/5/26: Fidelity Inv & Retirement returns an FDP-6000 error

  Closed Coach Natalie 47 views 1 comment 0 points Most recent by Coach Natalie August 5Current Online Banking Issues
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.4K views 69 comments 229 points Most recent by jonkim99 August 5Feature Requests
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  Typing in the amount field is a bad UI experience (edited)

  mellamokb 140 views 13 comments 1 point Most recent by EL1234 August 5Report a Bug
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  Ability to Split Investment Transactions (edited)

  Active Jack74 178 views 8 comments 12 points Most recent by WJB August 5Feature Requests
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  Verizon Biller No Longer Supported

  Announcement Closed Coach Kristina 24 views 0 comments 0 points Started by Coach Kristina August 4 Announcements
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  Add Plaid as a connectivity provider for institutions that permit only Plaid

  Pavel Krotkov 35 views 3 comments 1 point Most recent by Coach Natalie August 4Adding and Updating Accounts
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  Bill reminders for (non-linked) credit card payments keep changing from $0 (edited)

  Michael.Benton 134 views 15 comments 0 points Most recent by Coach Natalie August 4Troubleshooting
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  Update on Raymond James connectivity / FDP-102 (edited)

  D-Rock 120 views 6 comments 0 points Most recent by abeavin August 4Adding and Updating Accounts
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  Rules Feature Still Not working Reliably?

  Eric D 26 views 1 comment 0 points Most recent by Coach Natalie August 4Troubleshooting
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  Include excluded items in reports

  disc2120 22 views 1 comment 1 point Most recent by Coach Natalie August 4Using Reports
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  Will 4A's 401(k)'s ever connect?

  chriburn 11 views 1 comment 0 points Most recent by Coach Natalie August 4Adding and Updating Accounts
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  Discover Credit Card Now Capital One – Messed up Transactions (edited)

  Dick_Davis 50 views 4 comments 0 points Most recent by DryHeat August 4Adding and Updating Accounts
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  ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR

  Coach Jon 277 views 2 comments 0 points Most recent by Coach Natalie August 4Current Online Banking Issues
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 104 views 9 comments 0 points Most recent by rjg5060 August 4Adding and Updating Accounts